Financial Planning Administrator

Tekk Fusion; Godalming; Hybrid; GBP 27,000 - 37,000; Full time

Benefits offered by this job

Free parking

Private Medical Insurance (Bupa)

Life Assurance

Aegon pension

25 days holiday + holiday purchase

Full exam support

Maternity/paternity pay

Office-based role

Occasional day of work from home

Job summary

Tekk Fusion in Godalming is seeking an IFA Administrator to join its Client Support team. The role focuses on managing the client lifecycle from start to finish and supporting advisers, paraplanners, and team leaders in a collaborative environment.

The role is office-based with occasional remote days, offering excellent training, exam support, and genuine career development opportunities. A strong entry into financial services is encouraged with 1+ year of experience.

Qualifications

• At least 1 year of experience in financial services administration.
• Knowledge of Intelligent Office is advantageous, but training can be provided.
• Strong administrative and organisational skills with excellent attention to detail.
• Ability to manage workload effectively and prioritise client requests.
• Eagerness to pursue personal and professional development.

Responsibilities

• Manage the client lifecycle from start to finish.
• Support advisers and paraplanners in day-to-day activities.
• Ensure a seamless client experience and high service standards.
• Prioritise and respond to client requests efficiently.
• Contribute to team training and professional development.

Skills

Administrative skills

Attention to detail

Workload management

Tools

Intelligent Office

Job description

IFA Administrator - Godalming
£27,000 - £37,000
Free Parking
A well-established Financial Planning firm in Godalmingis seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.
As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.

Benefits

• Salary up to £37,000 (DOE)
• Free parking
• Private Medical Insurance (Bupa)
• Life Assurance
• Aegon pension (5% employer contribution, option to invest in company CIP)
• 25 days holiday + holiday purchase scheme
• Full exam support
• Enhanced maternity/paternity pay
• Office-based role with supportive team culture
• Occasional day of work from home if needed

To be considered for this IFA Admin position:

• At least 1 year's experience in financial services administration
• Knowledge of Intelligent Office (IO) is advantageous, but training can be provided
• Strong administrative and organisational skills with excellent attention to detail
• Ability to manage workload effectively and prioritise client requests
• Eagerness to continue personal and professional development